Michael Garfoli is a Senior Resident Director and Wealth Management Advisor at Merrill, where he serves as a First Vice President. He began his financial services career in 1992 and specializes in helping clients develop wealth management strategies tailored to their individual needs. Michael works closely with clients to create comprehensive plans that address areas such as college education planning, corporate executive services, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, tax minimization, and retirement income. Michael has a focused expertise in working with restaurant owners to transition their business from a demanding lifestyle into a source of financial flexibility and wealth creation. He employs Merrill's proprietary Wealth Outlook™ process, which involves assessing current cash flow, designing plans to improve working capital and cash flow, and regularly tracking progress to ensure financial goals are met. He holds a High School Diploma/GED from Canfield High School and has earned the Personal Investment Advisor (PIA) designation. Outside of his professional work, Michael is involved in community activities including Habitat for Humanity and pursues personal interests in basketball, biking, football, and traveling.

Michael Lopata is a financial advisor with OSAIC in Atlanta, GA, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He previously worked for Lincoln Financial Advisors Corporation for 15 years before joining OSAIC in 2025. Outside of his advisory role, Lopata serves as a volunteer on the Dekalb County Audit Oversight Committee. OSAIC serves a wide range of clients including individual investors, pension plans, corporations, and charitable organizations through a large network of advisors. The firm offers integrated brokerage and advisory services with a focus on diversified portfolio construction using asset-allocation tools, risk-tolerance assessments, and access to third-party money managers and managed account solutions.

Akilah Johnson is a financial advisor at Thrivent Investment Management based in Atlanta, GA. She holds the Series 66 designation and has held roles at Thrivent Financial since 2025. Prior to joining Thrivent, she worked at Spring Venture Group and has experience in various non-financial roles including Michigan Health and Human Services and the U.S. Census Bureau. Outside of her financial advisory work, she has served as a field photographer for an auto appraisal company and worked as a delivery associate for Amazon Flex. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning on a range of topics and allows clients to combine planning with managed-account programs while keeping services separate. Thrivent does not provide portfolio management for institutional clients, which distinguishes it from many other large institutional advisors.

Emily Lemmy is a Series 66-licensed financial advisor with Edward Jones, based in Atlanta, GA. She has six years of industry experience, all of which has been with Edward Jones since 2019. Prior to her advisory role, she was affiliated with Florida State University from 2016 to 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and investment products, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a network of more than 23,000 advisors and 15,000 branch offices.

Casey Field is a CFP®-certified financial advisor with Edward Jones in Smyrna, GA, bringing 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he is involved in personal purchasing activities related to local hobby shops and online retail. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices.

Mark Lawrence Jr. is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has worked with various Fidelity entities since 2015, including Fidelity Brokerage Services, LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its registration as a commodity pool operator, advisory roles to multiple registered investment companies, and use of AI and algorithmic methods in portfolio management.

Andrew Kunce is a financial advisor with Charles Schwab, holding Series 66 and Series 63 licenses and five years of industry experience. His prior work includes roles at Fidelity Investments, Morgan Stanley, and E*Trade Securities. Outside of financial services, he serves as a board member of Armstrong Garden Centers and Pike Nurseries, a family business in the retail and wholesale horticulture industry. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management services with integrated brokerage, custody, and financial planning capabilities.

Edward Gordon is a CFP® professional with 20 years of industry experience. He has worked at Wells Fargo Advisors since 2025 and previously spent two decades at Edward Jones. He also teaches an investment module for CFP® classes at the University of Georgia. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning and investment services, utilizing proprietary research and planning tools to develop tailored recommendations.

David Mattox is a financial advisor with Charles Schwab in Atlanta, GA, holding a Series 63 designation and over 30 years of industry experience. He has been with Charles Schwab and its affiliate Charles Schwab Bank since 1995 and 2005, respectively. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering non-discretionary investment guidance alongside access to affiliated discretionary separately managed accounts. The firm combines extensive scale, integrated brokerage and advisory services, and a multi-asset investment approach augmented by alternative investment offerings.

Steven Shumpert is a Series 66–licensed financial advisor with two years of industry experience, currently with Fidelity in Atlanta, GA. He previously worked at Edward Jones for two years and operated Shumpert Financial Solutions, LLC for six years, where he authored books and developed online educational courses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a proprietary investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Kathryn Davis is a financial advisor at Wells Fargo Advisors with two years of industry experience. She previously worked at Edward Jones for four years and at John Ulmer CPA / LPL Financial for three years. Prior to her financial services career, she spent two years in real estate with Long and Foster. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with tailored recommendations delivered through meetings and summary letters.

David Thompson is a financial advisor with OSAIC in Villa Rica, GA, holding Series 63 and Series 65 credentials and over 20 years of industry experience. His prior firms include Woodbury Financial Services and Questar Asset Management. He is the owner of JKL Financial Services, LLC, an operating entity for his advisory business. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers a range of services such as brokerage and investment advisory, financial planning, and access to third-party money managers, utilizing various asset-allocation tools and portfolio management options.

Kalen Tavassoli is a financial advisor with Wells Fargo Advisors in Atlanta, GA, holding a Series 63 designation and five years of industry experience. Prior to joining Wells Fargo Advisors in 2023, Tavassoli worked with Wells Fargo Clearing and Equitable Advisors LLC. He also has experience outside finance, including in the catering and hospitality sectors. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and fee-based financial planning services tailored to clients who meet certain net-worth thresholds. The firm integrates advisory services with other financial product offerings and uses proprietary research and planning tools to develop tailored recommendations.

Ashley Krause is a financial advisor at Edward Jones with four years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2018. Prior to her advisory role, she was a homemaker for six years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary advisory strategies, alongside affiliated mutual funds and other investment services.

Christy Hansard is a financial advisor at Raymond James Financial with 22 years of industry experience. She holds a Series 66 designation and has worked at Raymond James Financial Services, Inc. and Patrick Financial Group during her career. In addition to her advisory role, she is an associate and financial planner/practice manager at finoBlue, Inc. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm utilizes tailored planning and analytical tools to support client goals and provides specialized services such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Jonathan Robson is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Fsc Securities Corp for seven years. Outside of his advisory role, he serves as a trustee for a family insurance trust. OSAIC serves a diverse client base including retail and institutional investors, offering advisory services, financial planning, retirement consulting, and access to multiple investment platforms. The firm utilizes advanced asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

Dale Hoeflinger is a financial advisor at Cetera with 15 years of industry experience. He holds the Series 63 and Series 66 credentials and previously worked at Wells Fargo in various capacities over 11 years. Outside of his advisory role, Hoeflinger owns a company that provides music entertainment for festivals, weddings, and corporate events. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers multiple portfolio management options and financial planning services through a nationwide network of independent advisors and utilizes a multi-manager platform that incorporates both affiliated and unaffiliated model portfolios.

David Burch is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation and the Series 63 license, with 51 years of industry experience. His prior roles include positions at Guardian Life, Park Avenue Securities, and Peachtree Planning Corporation. He serves on the Emeritus Board of Directors at the University of Georgia’s Terry College of Business and is president of the Demere Holdings Condominium Association in Saint Simons Island, GA. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services delivered through a network of independent Financial Professionals who tailor strategies across multiple platform arrangements and investment options.

John Hill is a Senior Financial Advisor at Merrill Lynch Wealth Management. He works with families and individuals to help maximize their long-term financial well-being through guidance on investments, retirement planning, credit solutions, and regular savings. His investment advice and strategies are informed by a thorough understanding of clients’ goals, risk tolerance, time horizon, and liquidity needs. John holds a Bachelor’s degree in Economics from the University of Georgia and maintains the Personal Investment Advisor (PIA) designation. He began his professional career as a part owner and franchisee of a restaurant before joining Merrill Lynch Wealth Management in 2012. Outside of his professional work, John enjoys cooking, golfing, reading, running, tennis, woodworking, and spending time with his family. He also participates in community volunteer activities aligned with Merrill Lynch’s tradition of community engagement.

Arthur Bush is a financial advisor at Cambridge Investment Research Advisors with 11 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Cambridge, he worked at MML Investors Services and MassMutual Life Insurance Company, and served in the Georgia Army National Guard from 2009 to 2020. Outside of his advisory role, he is an owner of VITA Financial LLC and involved with several other financial-related business activities. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through independent financial professionals, utilizing proprietary and third-party model strategies across multiple platform arrangements.